Summer has come and passed The innocent can never last Wake me up when September ends – Green Day By David Nelson, CFA There were few innocents in September but the closing month of summer had its share of villains. Wells Fargo’s (WFC) CEO John Stumpf was forced to explain in front of congress why […]
Tag Archives: Alpha Select
February
02
January Redux – Alpha Select & BullFinder Updates
posted by David Nelson, CFA
David Nelson, CFA In a near repeat performance of last year’s kick off, the S&P ended the month falling close to 3%. Also, just like last year the only two sectors to end in positive territory were Utilities and Healthcare. Alpha Select our total equity model fared better than the benchmark down 1.98%. Click Here for profit […]
December
01
The Twelfth Round – Alpha Select November Update
posted by David Nelson, CFA
Alpha Select – November 2014 Update *Alpha Select – November +3.00% YTD +14.51% **S&P 500 – November +2.45% YTD +13.49% * Net of Fees ** Includes Dividends By David Nelson, CFA Nothing short of a December knock out is going to save the Bears this year. With only 3 down months in 2014, the ref’s scorecard has it 8-3 […]
November
03
The Glass is Half ?
posted by David Nelson, CFA
By David Nelson, CFA Alpha Select – October 2014 Update *Alpha Select – September +0.18% YTD +11.17% **S&P 500 – September +2.32% YTD +10.71% * Net of Fees ** Includes Dividends October tends to be a nervous period for investors. Anyone who’s been in the business long enough still remembers Black Monday in 1987 when […]
October
01
2 Trends Investors Can’t Ignore – Alpha Select Update
posted by David Nelson, CFA
By David Nelson, CFA Alpha Select – September 2014 Update *Alpha Select – September (-1.50%) YTD +10.93% **S&P 500 – September (-1.55%) YTD +8.1% * Net of Fees ** Includes Dividends September frustrated both Bulls and Bears as momentum in either direction was short lived. It’s clear a stealth correction has been taking place most […]
September
01
3 Biggest Risks for the Market! – Alpha Select Update
posted by David Nelson, CFA
By David Nelson, CFA Alpha Select – August 2014 Update *Alpha Select – August +5.2% YTD +12.36% **S&P 500 – August +3.8% YTD +9.58% * Net of Fees ** Includes Dividends August erased all of June’s losses pushing markets into record high territory boosting the S&P through another millennium. It feels good, looks good and […]
August
01
No Place to Hide – Alpha Select Update July 2014
posted by David Nelson, CFA
Alpha Select – July 2014 Update *Alpha Select – MTD (-2.94%) YTD +6.81% **S&P 500 – MTD (-1.51%) YTD +5.52% * Net of Fees ** Includes Dividends By David Nelson, CFA Yesterday’s Sell-Off Was Different Yesterday’s decline started off as an ordinary pullback but quickly morphed into something more serious by day’s end. The key […]
July
01
Half Time Report – Alpha Select Performance Update
posted by David Nelson, CFA
Alpha Select – June 2014 Update *Alpha Select – MTD +2.53% YTD +10.04% **S&P 500 – MTD +1.91% YTD +6.96% * Net of Fees ** Includes Dividends By David Nelson, CFA June was a solid month for markets and marks the half-way point for 2014. Alpha Select finished with another strong showing hitting double digit returns […]
June
02
Climbing the Wall of Worry – Alpha Select Update May 2014
posted by David Nelson, CFA
By David Nelson, CFA Sometimes it all comes together and the stars are aligned for a good month. Alpha Select was up +4.4% and up +7.32% YTD. Perhaps more surprising was coming through the month with only 2 trades. This is certainly out of the norm especially during an earnings season where some companies are […]
May
01
Climbing the Wall – April 2014 Alpha Select Update
posted by David Nelson, CFA
Alpha Select – April 2014 Update *Alpha Select – MTD (-0.11%) YTD +2.80% **S&P 500 – MTD +0.62% YTD +2.53% * Net of Fees ** Includes Dividends By David Nelson After starting off the month with a push to all-time highs markets quickly headed south and by mid-month were down close to 4%. Even confirmed […]
DAVID NELSON, CFA 